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iShares S&P 500 Index shares owned by CWM

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CWM from 13F filings

Historical chart of CWM investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2B 2.0M 576.82
2024-06-30 $1.2B 2.2M 547.23
2024-03-31 $1.4B 2.6M 525.73
2023-12-31 $1.6B 3.3M 477.63
2023-09-30 $1.4B 3.2M 429.43
2023-06-30 $1.2B 2.7M 445.71
2023-03-31 $1.1B 2.8M 411.08
2022-12-31 $1.1B 2.9M 384.21
2022-09-30 $1.1B 3.0M 358.65
2022-06-30 $1.1B 2.9M 379.15
2022-03-31 $1.2B 2.8M 453.69
2021-12-31 $938M 2.0M 476.99
2021-06-30 $728M 1.7M 429.92
2021-03-31 $644M 1.6M 397.82
2020-12-31 $711M 1.9M 375.39
2020-09-30 $728M 1.7M 429.92
2020-06-30 $728M 1.7M 429.92
2020-03-31 $728M 1.7M 429.92
2019-12-31 $728M 1.7M 429.92
2019-09-30 $728M 1.7M 429.92
2019-06-30 $728M 1.7M 429.92
2019-03-31 $381M 1.3M 284.56
2018-12-31 $255M 1.0M 251.61
2018-09-30 $234M 799k 292.73
2018-06-30 $184M 672k 273.05
2018-03-31 $159M 600k 265.37
2017-12-31 $165M 614k 268.85
2017-09-30 $192M 760k 252.93
2017-06-30 $144M 593k 243.41
2017-03-31 $137M 578k 237.27
2016-12-31 $103M 456k 224.99
2016-09-30 $66M 303k 217.56
2016-06-30 $46M 219k 210.50
2016-03-31 $19M 91k 206.65
2015-12-31 $2.2M 11k 204.86
2015-09-30 $393k 2.0k 192.84
2014-12-31 $320k 1.5k 207.12
2014-09-30 $748k 3.8k 198.15
2014-06-30 $780k 4.0k 197.12
2014-03-31 $614k 3.3k 188.00
2013-12-31 $2.2M 12k 185.68
2013-09-30 $3.3M 20k 168.88

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index